Marshall Wace North America’s JBT Marel JBTM Stock Holding History

Marshall Wace North America’s Portfolio JBTM Stock Details JBTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-2,858	Closed	-$381K	–	1845
2021 Q1	$381K	Buy	+2,858	New	+$376K	﹤0.01%	1265
2020 Q4	–	Sell	-12,284	Closed	-$1.13M	–	1639
2020 Q3	$1.13M	Buy	12,284 +7,050	+135%	+$675K	0.01%	770
2020 Q2	$450K	Buy	+5,234	New	+$406K	﹤0.01%	939
2019 Q4	–	Sell	-634	Closed	-$63K	–	1656
2019 Q3	$63K	Buy	+634	New	+$69.8K	﹤0.01%	1128
2017 Q4	–	Sell	-66,024	Closed	-$6.67M	–	1651
2017 Q3	$6.67M	Sell	66,024 -38,600	-37%	-$3.56M	0.04%	465
2017 Q2	$10.3M	Sell	104,624 -11,249	-10%	-$999K	0.07%	310
2017 Q1	$10.2M	Buy	+115,873	New	+$10M	0.08%	263
2013 Q4	–	Sell	-2,675	Closed	-$67K	–	856
2013 Q3	$67K	Buy	+2,675	New	+$62.4K	﹤0.01%	596

Other funds holding JBTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Marshall Wace North America's JBTM Position: Q2 2021 in Review

Marshall Wace North America sold out of JBT Marel (JBTM) in Q2 2021, closing a stake of 2,858 shares — an estimated $381K sold.

Marshall Wace North America first reported a position in JBTM in Q3 2013 and held it in 8 quarters. The position peaked at $10.3M in Q2 2017. 271 funds tracked by Wall St. Rank hold JBTM as of Q2 2021.

Marshall Wace North America reported no remaining JBT Marel position as of Q2 2021 after selling out during the quarter.
Marshall Wace North America sold 2,858 JBT Marel shares in Q2 2021, an estimated $381K.
Marshall Wace North America first reported a position in JBT Marel in Q3 2013 and held it in 8 quarters.
Marshall Wace North America's JBT Marel position peaked at $10.3M in Q2 2017.
271 funds tracked by Wall St. Rank held JBT Marel as of Q2 2021.

Based on Marshall Wace North America's 13F filing for Q2 2021, filed 13 Aug 2021.